필터 결과
22개정렬
1:13:26EN
20VC with Harry Stebbings· 2026년 10월 24일팟캐스트 · 2명Naveen Rao on Energy, AI Hardware, Verification and the Future of Robotics게스트 Naveen Rao · 진행자 Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
1:19:50EN20VC with Harry Stebbings· 2026년 10월 19일팟캐스트 · 2명Sameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company Culture게스트 Sameer Dholakia · 진행자 Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
1:05:01EN20VC with Harry Stebbings· 2026년 10월 3일팟캐스트 · 2명Chase Lochmiller on AI Data Centers, Energy and GPU Economics게스트 Chase Lochmiller · 진행자 Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
1:20:28EN20VC with Harry Stebbings· 2026년 10월 1일팟캐스트 · 4명AI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind Them게스트 Jack Altman, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
1:15:42EN20VC with Harry Stebbings· 2026년 9월 28일팟캐스트 · 2명Alex Mashrabov on Higgsfield's AI Video Business, Model Costs and Growth게스트 Alex Mashrabov · 진행자 Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
1:20:43EN20VC with Harry Stebbings· 2026년 9월 24일팟캐스트 · 3명AI Agents, Venture Pricing and the Tradeoffs Behind the Funding Boom게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.
1:19:54EN20VC with Harry Stebbings· 2026년 9월 19일팟캐스트 · 2명Thomas Sohmers on AI Inference, Memory and Data-Center Growth게스트 Thomas Sohmers · 진행자 Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
1:20:29EN20VC with Harry Stebbings· 2026년 9월 3일팟캐스트 · 3명AI Compute, Agent Security and the Race to Build More Software게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.
1:08:25EN20VC with Harry Stebbings· 2026년 8월 10일팟캐스트 · 2명Alex Atallah on OpenRouter, Model Competition and AI Marketplaces게스트 Alex Atallah · 진행자 Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:20:22EN20VC with Harry Stebbings· 2026년 7월 30일팟캐스트 · 3명20VC Roundtable on Open Weights, AI Spending and Software Investing게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.
1:27:39EN20VC with Harry Stebbings· 2026년 7월 23일팟캐스트 · 3명20VC Roundtable on Open Models, AI Economics and Payments Deals게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
1:28:42EN20VC with Harry Stebbings· 2026년 7월 20일팟캐스트 · 2명Lin Qiao on Specialized AI, Open Models and the Economics of Inference게스트 Lin Qiao · 진행자 Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:11:53EN20VC with Harry Stebbings· 2026년 7월 4일팟캐스트 · 2명Sierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building Teams게스트 Clay Bavor · 진행자 Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:35:16EN20VC with Harry Stebbings· 2026년 6월 15일팟캐스트 · 2명Perplexity CEO Aravind Srinivas on AI Agents, Compute and Competition게스트 Aravind Srinivas · 진행자 Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
1:14:30EN20VC with Harry Stebbings· 2026년 6월 8일팟캐스트 · 2명Roman Chernin on AI Compute Demand, Inference and Infrastructure게스트 Roman Chernin · 진행자 Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
1:07:45EN20VC with Harry Stebbings· 2026년 5월 26일팟캐스트 · 2명Andrew Feldman on AI Chips, Data Centers and Compute Demand게스트 Andrew Feldman · 진행자 Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
1:20:12EN20VC with Harry Stebbings· 2025년 10월 6일팟캐스트 · 2명Cerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure Risk게스트 Andrew Feldman · 진행자 Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:31:19EN20VC with Harry Stebbings· 2025년 9월 29일팟캐스트 · 2명Groq Founder Jonathan Ross on AI Compute, Chip Competition and Energy게스트 Jonathan Ross · 진행자 Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
1:14:36EN20VC with Harry Stebbings· 2025년 3월 24일팟캐스트 · 2명Andrew Feldman on AI Chips, Inference and Competing With Nvidia게스트 Andrew Feldman · 진행자 Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.
1:18:09EN20VC with Harry Stebbings· 2025년 2월 24일팟캐스트 · 2명Steeve Morin on AI Inference, Chips and the Cost of Switching Hardware게스트 Steeve Morin · 진행자 Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
1:00:02EN20VC with Harry Stebbings· 2025년 1월 29일팟캐스트 · 2명Jonathan Ross on DeepSeek, Open Models and AI Infrastructure게스트 Jonathan Ross · 진행자 Harry StebbingsThe Groq CEO discusses reported training costs, inference demand, competitive strategy and the security concerns surrounding AI.
1:08:12EN20VC with Harry Stebbings· 2025년 1월 22일팟캐스트 · 2명George Sivulka on Hebbia, Enterprise AI and the Future of Work게스트 George Sivulka · 진행자 Harry StebbingsThe Hebbia founder discusses document analysis, inference scaling, enterprise adoption and his forecasts for models and employment.